HubSpot

HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.

Website

hubspot.com

Industry

CRM

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How to archive a file in HubSpot

Here is how to archive a file in hubspot

First click on the "Library" icon in the left sidebar
Then click on "Files" option in the expanded Library menu
Next click on the file you want to archive in the files list
In the file details panel, click on the "More" dropdown button
Select "Archive" from the dropdown menu
Finally click the "Archive" button in the confirmation dialog to archive the file

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Why should you archive a file in HubSpot

HubSpot is a dynamic platform providing all the resources required for streamlined marketing, sales, and customer service.

The ability to archive files in HubSpot is a feature that enhances organizational efficiency and data management. It allows users to keep their dashboards uncluttered while preserving important information.

Archiving files ensures easy retrieval when needed, preventing data loss and maintaining systematic workflow without compromising access to crucial documents.

Last update

February 6, 2026

Tutorials